Information & Education

The Ruling in Tibble v. Edison: Huge Victory for Participants

Plan Sponsors have a continuing duty to review investments in Retirement Plans and to decide whether or not to keep or sell them.

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Who Wants to be a 401(k) Millionaire?

It is very possible to retire a millionaire! Follow these 5 easy tips to make sure you are on track.

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The Market: Chin Music

The first quarter of 2015 is, thus far, looking a lot like ‘14. Our 2015 market is waiting with great anticipation to see what the Federal Reserve Board has in store.

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“We’ve Come So Far…and the Future Looks Bright”

Before we take a look towards the future, let's reflect on where we have been.

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What Tibble V. Edison Means for Your 401(K) Plan

What if you could purchase your investments at “cost” but instead were forced to buy at full retail markup? Edison International employees didn’t like it and fought back. Their fight may change the playing field for all of us.

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Contrary to Popular Belief…The Sky is Not Falling

What just happened? Does a modest Market correction have us running for the hills? What is really going on?

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The King is back, so is the Market

Encouragingly the second quarter has done an about face with May and June proving to be two of the best months of the year, with broad participation across all global equity markets. So what is going on?

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In Like a Lamb, Out Like a Lion

2014 began with a whimper, and a tremendous sell-off that saw the market drop by slightly more than 7%, but gave way to a "lioness" recovery that offset most previous losses.

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Let the Good Times Roll

As 2014 begins we all wonder: can we possibly repeat 2013? The Dow Jones Industrial Average returned 29.7% last year and the S&P 500 was up 32.3%.

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Social Security — will it still be there when I retire?

The question everyone loves to debate. Baby boomers entering retirement is game changer.

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Latest Updates & Information

1 Q 2018 Commentary

International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.

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4 Q 2017 Commentary

Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.

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Fourth Quarter 2017 Market Insights Video

Check out the Fourth Quarter Market Insights led by Beth Spurry, CFP, CTFA.

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